Canada Business End-of-Year Tax Statement (T4) generation.

[Damon Erickson]

Just to be clear, this is the payroll split template I have created. 
The values here are totally made up and do not reflect actual Canadian 
taxes.  This transaction is entered into the checking account.

Gross Pay		Payroll Expenses	C$975.00
CPP Employer - Expense	Expenses:CPP		C$50.00
EI Employer - Expense	Expenses:EI		C$60.00
Provincial Tax Witheld	Liabilities:FedTax			C$32.00
Federal Tax Witheld	Liabilities:OntTax			C$27.00
CPP Witheld		Liabilities:CPP				C$38.00
EI Witheld		Liabilities:EI				C$53.00
CPP Employer		Liabilities:CPP				C$50.00
EI Employer		Liabilities:EI				C$60.00
Net Pay			Assets:Checking				C$825.00


I just don't understand how later I'm going to be able to distinguish 
which EI Employer transactions are for this particular employee unless I 
create a separate sub-account for this employee.

On 04/03/2014 12:36 AM, Damon Erickson wrote:
> Hi. I'm new to the forum and fairly new to GnuCash. I searched
> extensively online and in the list archive for an answer to this
> question, but I couldn't find an answer.
>
> I run the finances for a small co-op daycare. We have 12 families and 2
> employees, and we are located in Ontario, Canada. We have 6 taxes:
> Federal Income, Provincial Income, CPP-Employee, CPP-Employer,
> EI-Employee, & EI-Employer.
>
> I have set up a Payroll split transaction template to appropriately
> assign the transaction to expense and liability accounts.  My question
> is about end-of-year reporting on a per-employee basis. I've just
> started using gnucash in 2014, and at the end of this year, we will have
> to generate end-of-year statements for each employee (T4 in Canada,
> equivalent to a U.S. W-2).
>
> A few online guides warned against creating individualized sub-accounts
> for each employee (such as Liabilities:CPP-Employee:Empl1,
> Liabilities:CPP-Employer:Empl1), because, these guides said, it's easier
> to filter on a per-employee basis.  But no guide showed me how to do
> that filtering.
>
> Does anyone have any experience doing this reporting either in Canada or
> in another jurisdiction?  Specifically, I'm looking for guidance on how
> to label each transaction so that I can appropriately filter, and then
> how to DO the filtering.
>   I'm not even sure if a report will work or if I will be able to filter
> at all at this kind of granularity.  I'd like a report that gives me the
> yearly totals in this format:
>
> Employee#
> Gross Income
> Fed Tax Paid
> Ontario Tax Paid
> CPP Paid by Employee
> CPP Paid by Employer
> EI paid by Employee
> EI paid by Employer
>
> (I suppose net Income would be helpful too).
>
> Ideally, the report would include all the employees in the same report
> and the totals of the taxes paid in each category.
>
> Thanks,
> Damon
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